User Roles allow you to group users together and set Education Requirements that the users must have to perform their duties. Examples of User Roles include “EMT”, “EMT-P”, “Crew Chief” or “Fire Fighter”, “Officer”, “Driver”, etc.

Users can have multiple user roles such as “Paramedic” and “Crew Chief”.  This would allow you to have a set of requirements for all “Paramedics” and require additional items for “Crew Chiefs”.  When multiple user roles are present for a user, their stoplight color will be a combination of all requirements from all user roles.

Creating User Roles:

  1. Click on “Features” from the Menu bar -> “System Configuration“
  2. Select the “Users” tab or the “Education” tab
  3. Click “User Roles“
  4. Click “Create New User Role Type“
  5. Enter the name of the User Role (ie “Fire Fighter”, or “EMT-P”) and click “Create User Role”
  6. The optional field “User Is Qualified To Work On -1 Units” is being phased out and can be disregarded

Editing User Roles:

  1. Click on “Features” from the Menu bar -> “System Configuration“
  2. Select the “Users” tab or the “Education” tab
  3. Click “User Roles“
  4. Select the User Role from the list
  5. Click “Edit User Role Type“
  6. Update the name of the User Role (ie “Fire Fighter”, or “EMT-P”) and click “Update User Role”
  7. The optional field “User Is Qualified To Work On -1 Units” is being phased out and can be disregarded

Assigning User Roles:

  1. Click on “Users” from the Menu bar -> “Users” menu item
  2. Select the user from the table
  3. Click “User Roles & Permissions” tab
  4. Click “Assign Additional User Role” button
  5. Select 1 or more user roles from the list and click “Update User Roles“

For Details On Configuring Requirements for each User Role see Education Portal – Supervisors Guide And Setup Instructions 

Create And Edit User Roles
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